Your Money Your Retirement Podcast

Hear Linda Gardner discuss important retirement topics.

The 5 Financial Stages of Life 03/06/2025

The 5 Financial Stages of Life There are 5 financial stages of life, and three of them happen before your retirement years. Your pre-retirement years are where some of the most critical financial decisions are happening and we want to tackle some of those decisions. /episode/index/show/yourretirementpodcast/id/35562190

Questions About Retirement 02/27/2025

Questions About Retirement We’re faced with questions every day. What’s for dinner? When’s the meeting? How was your day? These are questions that are – or should be – easy to answer, but when you’re starting to consider retirement, the questions can get a lot more complicated. /episode/index/show/yourretirementpodcast/id/35462455

Make Your Money Work for You 02/20/2025

Make Your Money Work for You Do you think you would make the grade when it comes to financial literacy? Most Americans between the ages of 50 and 75 scored low marks when it comes to retirement income literacy quiz. According to the American College of Financial Services. /episode/index/show/yourretirementpodcast/id/35367420

Financial Literacy 02/13/2025

Financial Literacy Do you think you would make the grade when it comes to financial literacy? Most Americans between the ages of 50 and 75 scored low marks when it comes to retirement income literacy quiz. According to the American College of Financial Services. /episode/index/show/yourretirementpodcast/id/35272470

Boomers Up Gen X on Deck 02/06/2025

Boomers Up Gen X on Deck We’ve repeated the stats time and time again: thousands of Baby Boomers retire every day. And by 2030, they will all be 65. And if Baby Boomers are up to bat for retirement, that means Generation X is on deck. /episode/index/show/yourretirementpodcast/id/35181460

Behavioral Finance and You 01/30/2025

Behavioral Finance and You Have you ever been so scared of losing money that you didn't take a financial risk? Or maybe you've found yourself buying something just because everyone else is? These are just a couple examples of how our behavior plays a big role in our financial decisions. /episode/index/show/yourretirementpodcast/id/35085335

Testing Out Retirement 01/22/2025

Testing Out Retirement You can test drive a car or an RV, but what about your retirement? We'll share some tips to think about before you make the leap into retirement. /episode/index/show/yourretirementpodcast/id/34964030

Financial Habits to Break 01/15/2025

Financial Habits to Break Any time is a good time to break a bad habit. Whether you want to make improvements in your routine at home, your job performance at work, with your physical health or your financial health, the time to make a positive change for your future, is right now. /episode/index/show/yourretirementpodcast/id/34873940

Estate Planning and Beneficiary Designations 01/10/2025

Estate Planning and Beneficiary Designations Is your estate plan up to date? After you pass away, will your assets and money go where you intend? Is there a beneficiary form that was not updated after a life situation changed? Do your loved ones a favor and listen to the podcast now. /episode/index/show/yourretirementpodcast/id/34802670

Retirement Unknowns 12/31/2024

Retirement Unknowns A lot can happen to you in 20 years that you didn’t see coming. You probably had some unexpected blessings and also some obstacles to overcome. Either way, there were some big unknowns in your past and they’ll continue in the future. /episode/index/show/yourretirementpodcast/id/34673955

Unplanned Retirement Costs 12/30/2024

Unplanned Retirement Costs You probably know what you should plan to spend on housing and groceries in retirement. And you've been dreaming to finally book that luxury vacation or close on that lake house in retirement. But are you ready for all the unplanned costs in retirement? We'll discuss some surprising, unexpected costs that could knock your retirement off course. /episode/index/show/yourretirementpodcast/id/34664320

Creating A Lasting Legacy 12/20/2024

Creating A Lasting Legacy It’s easy to make assumptions about what goes into a legacy plan. We'll help make it clear for you as we dive into the basics of creating a lasting legacy for your family. /episode/index/show/yourretirementpodcast/id/34552065

Plan For The Worst - Hope For The Best 12/12/2024

Plan For The Worst - Hope For The Best We can’t prevent bad things from happening. But we can help plan for the worst so if there is an accident, emergency, or serious medical diagnosis … you and your loved ones can focus on healing, not financial headaches. /episode/index/show/yourretirementpodcast/id/34415490

Special Guest - David Walker 12/05/2024

Special Guest - David Walker David provides a thoughtful analysis of the US economy and the US National Debt which now exceeds $36 TRILLION! He is very impressive. Using his extensive experience as a CPA, David served as the seventh Comptroller General of the United States and head of the U.S. Government Accountability Office (GAO) for almost ten years (1998-2008). He served under Presidents Bill Clinton and George W. Bush. David also appeared in the Psychology of Retirement Movie Premiere Hosted by the Blue Heron Capital Team. This is a must listen podcast! /episode/index/show/yourretirementpodcast/id/34306700

Preserving Your Retirement from Taxes 11/26/2024

Preserving Your Retirement from Taxes There are more than one million tax preparers in the U.S., so there’s no shortage of help when it’s tax time. But how do you find the right help with tax planning for your retirement? /episode/index/show/yourretirementpodcast/id/34169920

Retirement Checklist 11/21/2024

Retirement Checklist According to a new poll, one in five Americans believe they’ll never retire, 62% of people who aren't retired yet believe Social Security won't even cover half their expenses and only 33% of Americans have a written financial plan. Of course, there are some simple steps you can take to gauge your preparedness for retirement and it’s as easy as checking off the boxes on our retirement checklist. /episode/index/show/yourretirementpodcast/id/34096251

Retirement Perfect Storm 11/14/2024

Retirement Perfect Storm Inflation, Taxes, and Market Volatility are just some of the risks that you need to manage to protect your retirement future. Fortunately, there are ways to prepare, but it takes serious planning to manage the challenges you and so many retirees could face in the coming years! /episode/index/show/yourretirementpodcast/id/33922532

Protect Your Personal Identity 11/06/2024

Protect Your Personal Identity It’s always important to keep your personal information as secure as possible, especially in our digital age today. However, there might some things you’re carrying in that wallet or purse that could be putting you at risk too. /episode/index/show/yourretirementpodcast/id/33820698

Becky Swansburg 10/17/2024

Becky Swansburg A special guest joins us to discuss the financial impact of the election and how to be more tax efficient in retirement. Today’s special guest Becky Swansburg, CEO of Stonewood Financial, and the nation’s leading expert on Legislative Risk in retirement. /episode/index/show/yourretirementpodcast/id/33504317

What's Your Retirement Number 10/11/2024

What's Your Retirement Number How much money do you really need to retire? It seems that everyone has an opinion on that, and the numbers get higher every year, but how do you know how much you’ll really need for your retirement journey? Joining in this discussion is Financial Zach Roberts, IRMAACP /episode/index/show/yourretirementpodcast/id/33424937

Making Your Retirement Income Last Longer 10/02/2024

Making Your Retirement Income Last Longer The number one concern for most people when they talk about their retirement is whether their money will last as long as they do. So we’ll disclose 5 Ways to Help Make Your Retirement Income Last Longer. Joining in this discussion is Financial Advisor Zach Roberts /episode/index/show/yourretirementpodcast/id/33305382

Retirement Regrets to Avoid 09/26/2024

Retirement Regrets to Avoid We’ll explore some of the more common retirement mistakes and regrets that others have shared and discover ways that you can avoid them. /episode/index/show/yourretirementpodcast/id/33219657

Things to Consider About Early Retirement 09/18/2024

Things to Consider About Early Retirement Early retirement is a dream for many, but can you really afford to do it? Before you quit your job and sail off into your retirement journey, you’ll need to carefully consider taxes, health care, income sources and a lot more. And you definitely shouldn’t retire early without a written plan. So, where do you start? Joining in this discussion is Joel Cavaliere CFP TM /episode/index/show/yourretirementpodcast/id/33109897

10 Tips to Empower Women 09/11/2024

10 Tips to Empower Women Every woman needs have her own Financial Plan – no matter whether she’s single, married, or in a committed relationship! Unfortunately, most women don’t have a written plan. /episode/index/show/yourretirementpodcast/id/33012072

Planning for Higher Taxes 09/05/2024

Planning for Higher Taxes With the nation's debt climbing to unprecedented levels, higher taxes may be inevitable. Have you prepared your financial and retirement plans? Learn what you can do to safeguard your future. Joining us in this discussion is Financial Advisor Zach Roberts. /episode/index/show/yourretirementpodcast/id/32934187

Mistakes People Make with Their Retirement Accounts 08/28/2024

Mistakes People Make with Their Retirement Accounts We always encourage saving as much as you can throughout your working years. The money you save today is what you’ll live on tomorrow. Listen to learn what we’ve seen retirees do without really thinking about how their retirement may be impacted. /episode/index/show/yourretirementpodcast/id/32783262

Social Security Trivia 2024 08/21/2024

Social Security Trivia 2024 If you love a good game of trivia, you’ll want to listen. We’ll explore 10 questions about Social Security that many Americans get wrong! You can test your knowledge, too! /episode/index/show/yourretirementpodcast/id/32684907

Scams That Target Seniors 08/15/2024

Scams That Target Seniors Fraud is rampant – especially against Seniors! Will you know the warning signs to protect yourself? /episode/index/show/yourretirementpodcast/id/32594042

Important Birthdays Over 50 08/02/2024

Important Birthdays Over 50 Birthdays – Love them or hate them. Either way there are some that are really important! /episode/index/show/yourretirementpodcast/id/32419537

Roth 401(k) and Roth IRA 08/01/2024

Roth 401(k) and Roth IRA Is there a difference between a Roth 401(k) and a Roth IRA? You bet there is! We’ll cover 6 ways they differ, as well as why you should take advantage of this option if it’s offered to you. /episode/index/show/yourretirementpodcast/id/32385842

Your Money Your Retirement Podcast

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